BHP Billiton Limited vs Samsara Inc — how do they compare? BHP Billiton Limited trades at $90.17 (market cap $227.94B), while Samsara Inc trades at $40.16 (market cap $23.23B). The key difference: BHP Billiton Limited is far larger — about 9.8× Samsara Inc's market cap, and BHP Billiton Limited pays a 2.94% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| BHP | IOT | |
|---|---|---|
Market Cap | $227.94B | $23.23B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $45.22 |
52-Week Low | $52.14 | $24.25 |
Enterprise Value | $242.14B | $22.49B |
Dividend Yield | 2.94% | — |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $90.41, up 2.86% today, with a bullish technical signal from moving averages and strong support at $88-89. The company maintains solid profitability with 18.97% net income margin and 20.13% ROE, though recent earnings showed a Q4 2025 miss. Current labor strikes at Port Hedland operations pose near-term operational risks while copper production declines in Chile.
BHP presents a mixed outlook with strong fundamentals offset by operational challenges. The stock's valuation appears reasonable with P/E of 22.46 and EV/EBITDA of 8.24, but analyst consensus leans cautious with 64.5% hold ratings. Key opportunities include AI-driven copper demand growth, while risks center on labor disputes and production volatility.
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
Trailing returns across standard periods
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →